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Time, Talent, Treasure and Ties

Date: October 30, 2018

Time: Noon ET (60 Minutes)

Guest Speakers: Danielle Oristian York, Managing Director, 21/64  and Jennifer Touchet, Senior Director of Family Philanthropy, Greater Houston Community Foundation

Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute

The TTT&T tool focuses on helping participants create an inventory of their personal resources. Participants identify what they’re passionate about and how they can align the way they allocate resources to make their vision a reality. Simple, but highly effective, the tool has been used and tested by a variety of age groups from all walks of life. Whether used individually, with an advisor, a partner, among family members or in a large group, the tool is designed to facilitate alignment and foster critical conversations around giving.

Join Danielle Oristian York, Managing Director, 21/64 and Jennifer Touchet, Senior Director of Family Philanthropy, Greater Houston Community Foundation for a walkthrough of this new tool they co-developed through their multigenerational work with philanthropic families and next gen donors.

Introduction to Our Guest Speakers

Danielle Oristian York is a speaker, facilitator and trainer working with individuals, families and organizations who seek to change the future through a strategic and operational exploration of values and identity. She is an internationally recognized expert on philanthropy, leadership and family decision making.

As Managing Director of 21/64, a nonprofit practice founded to serve philanthropic and enterprising families, she and her partners develop and train on catalytic tools for transforming how individuals and families articulate values that motivate them and use them as benchmarks for decision making, now and in the future.

Danielle’s experience working in wealth management, a family office and the non-profit space has given her different vantage points from which to catalyze and support strategic decision making. Individuals, families and organization benefit from her 15 years of experience, a constant curiosity and warm presence as they navigate what is next on their journey. Prior to joining the 21/64 Team, Danielle worked at UBS and Pitcairn Family office. She is married, with two children, and lives on the south shore of Boston.

Jennifer Touchet, is Senior Director of Family Philanthropy at Greater Houston Community Foundation. She leads GHCF’s Center for Family Philanthropy launched in November 2015. She and the philanthropic services team, work closely with families to ensure their philanthropic legacy, help them expand their impact, and create meaningful experiences as giving families. She is the Chair of the National Advisory committee for the Community Foundations Family Philanthropy Network, of the National Center for Family Philanthropy. She is a certified 21/64 trainer and Legacy Navigator through Celebrations of Life. She creates donor programming, curriculum, and learning engagements for the foundation’s major donors including leading the Next Gen Donor Institute, youth philanthropy efforts and the family giving circle for the foundation’s top donors. She presents workshops locally and nationally on multigenerational giving and next gen donors. She has served as executive director and director of development for various nonprofits and was the managing partner of Houston’s first certified B-corporation, New Living, Healthy Green Building and Home. She is a Founding Board member of Twelve Hills Nature Center in Dallas and of Wildfish Theatre in Houston. She is a graduate of Duke University and the University of Pennsylvania, holds a Master’s degree in Oral History, and brings over 25 years of experience in the nonprofit and for-profit sectors. She lives in Houston with her husband and 3 children with whom she attempts to put her training in family dynamics to work with marginal success!

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Teleconferences & Webinars

Tuesday, October 2nd
Noon ET (60 Minutes)
The Power of Images: How Visual Communication Can Lead to Better Client Service and More Creative and Effective Professionals
Susanne van der Meer, Big Picture Consultant at Sift Visuals/Legal Visuals at www.SiftVisuals.com

Tuesday, October 9th
Noon ET (60 Minutes)
From the School of Hard Knocks: Thoughts About the Initial Client Interview
L. Paul Hood, Jr., JD, Speaker/Author/Consultant, PPI Dean of the Cutting Edge

Tuesday, October 16th
Noon ET (60 Minutes)
Experiential Learning: What Is It, and How Can It Accelerate Behavior Change and Transformational Results with Families and Their Advisors
Erik Gabrielson, Partner, Activ8

Tuesday, October 23rd 
Noon ET (60 Minutes)
The Art of Gathering: How We Meet and Why It Matters
Priya Parker, Founder, Thrive Labs

Tuesday, October 30th
Noon ET (60 Minutes)
Time, Talent, Treasure and Ties:  A purposeful tool to help individuals, families and boards more fully align themselves with their values
Danielle Oristian York, Managing Director, 21/64  and Jennifer Touchet, Senior Director of Family Philanthropy, Greater Houston Community Foundation

By |2018-09-21T11:44:05+00:00September 21st, 2018|Best Practices in Philanthropy, Catalysts for Collaboration|